Atria Wealth Solutions’s S&P Global SPGI Stock Holding History

Atria Wealth Solutions’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.44M	Sell	4,622 -6,326	-58%	-$3.16M	0.06%	365
2025 Q1	$5.56M	Sell	10,948 -571	-5%	-$292K	0.07%	309
2024 Q4	$5.74M	Buy	11,519 +1,265	+12%	+$642K	0.06%	322
2024 Q3	$5.3M	Sell	10,254 -471	-4%	-$233K	0.06%	329
2024 Q2	$4.78M	Sell	10,725 -1,044	-9%	-$448K	0.05%	352
2024 Q1	$5.01M	Buy	11,769 +377	+3%	+$163K	0.06%	340
2023 Q4	$5.02M	Buy	11,392 +963	+9%	+$380K	0.06%	307
2023 Q3	$3.81M	Buy	10,429 +574	+6%	+$226K	0.05%	360
2023 Q2	$3.95M	Buy	9,855 +2,854	+41%	+$1.04M	0.05%	351
2023 Q1	$2.41M	Buy	7,001 +110	+2%	+$38.7K	0.04%	483
2022 Q4	$2.31M	Buy	6,891 +261	+4%	+$86K	0.04%	461
2022 Q3	$2.02M	Sell	6,630 -1,880	-22%	-$673K	0.04%	475
2022 Q2	$2.87M	Buy	8,510 +2,334	+38%	+$832K	0.06%	352
2022 Q1	$2.53M	Buy	+6,176	New	+$2.52M	0.04%	418

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM